Patient Accounts Setup
Create Patient Account
To create a Patient, begin on any screen in the SureAdhere site. Click on the green person icon with a plus sign at the top right corner of the screen. Select New Patient and a new Create Patient Record box will display. Fields with an asterisk are required. The field boxes are all free text, meaning any combination of letters AND/OR numbers may be used to fill them in. Hovering the cursor over the question marks (?) will display additional instructions.
Optional: Fill in the First Name AND/OR Last Name fields.
Required: Enter a MRN/ID (Medical Record Number/Unique ID) for the Patient.
Required: Create a Username for the Patient. This will be the username the Patient will use to log into the SureAdhere App. This field is case sensitive!
Required: Pick the appropriate phone country and enter the Patient’s Phone Number. The phone number is used to send the Patient their PIN number and reminders. If the Patient does not have a phone number enter all zeros into the field.
Optional: Enter the Patient’s Email Address. This information can be entered at a later time.
Required: Choose the appropriate Site for the Patient. Depending on the client, the site will be the clinic or county the Patient is from.
Once all necessary fields are filled out and reviewed for accuracy, click SAVE.
After clicking SAVE, the page will be redirected to the Patient’s new profile.
If desired, one the patient has finished treatment, their account can be deactivated by unchecking the Account is Active box on the patient profile page. This will then sort the patient into the Inactive Patient list. This can also be done as an initial setup step during patient account creation, should you wish to have the patient start as inactive.
Create Patient Test Account
Patient Test Accounts are patient accounts that can be set up by a Client Administrator or Site Staff Administrator to allow staff members to practice using the Provider Application. Test account data will not appear in any reporting.
To Create A Test Account
Go to Patients → Profile Tab
Check ‘Test Account’ to designate it as a test patient
Check the ‘Account is active’ to make the test account active
Create a test account in the same way you would set up a Patient account
To make the account Inactive - UnCheck ‘Account is active’
To View Test Account Information
Go to the Patients screen.
Choose the Test tab.
Setup Patient Profile
The Patient profile is where additional Patient information can be added to the Patient’s account. Most importantly the Patient’s PIN for signing into the SureAdhere app will be created in the profile. Daily reminders may be set up in the profile and Staff members may be added to be a part of the Patient’s treatment team. Other information that can be added includes treatment start and end dates.
Create Patient PIN
Scroll to the bottom of the Patient profile page.
Click Send/Reset PIN.
The PIN will display on the screen AND an In App message of the PIN will be sent to the patients application on their device. (Note: The initial PIN will not appear as an in-app message because permissions are not yet active. After the first login, all subsequent PIN updates will be sent directly to the patients in-app messages.)
A new PIN will be sent every time Send/Reset PIN is clicked on. The Patient will not be able to use prior PINs.
If the PIN needs to be retrieved at a later time, a record of the PIN(s) can be found in the Messages Tab in the Patient’s account in the Provider app.
Setting Up Patient Reminders
Overview
By default, patients are automatically opted in to receive Reminders. If no video has been submitted, one reminder is sent one to two hours after the scheduled dose time. The dose time is set when creating the Patient’s regimen (see Regimen Reference Guide). Each reminder is sent one way: as an In App message if the patient is opted in to in-app messaging, otherwise as an SMS.
How the Settings Work
There are two toggles on the Patient Profile that control how these alerts are delivered:
Reminder Settings: Turns dose reminders on or off for the patient. Reminders are sent through the app when the patient is opted in to in-app messaging.
SMS Settings: Sends reminders by SMS text message to patients who are not opted in to in-app messaging. SMS is not a backup: an in-app reminder that fails to deliver is not resent by SMS.
The read-only App opened status badge in the Settings section shows whether the patient has set up their mobile app.
Reminder setup:
When adding a new patient, they will be automatically opt-in to Reminders and SMS.
If opting in to Reminders, continue on the Profile page and choose 'Send/Reset PIN'.
When logging in for the first time, the patient will be prompted to Allow notifications on their device. After this first step, any future PIN updates will be sent as In-App messages to the patient.
To opt the patient out of Reminders and SMS, toggle the Reminder settings and SMS settings to Off and choose Save.
Additional Features
Other Patient Profile Fields
Background: The Background fields on the right side of the Patient profile page collect demographic information on the Patients (shown only if enabled for your organization). These fields are optional.
Account is Active: When the Patient has finished treatment, their account can be inactivated by unchecking the Account is Active box. This will then sort the Patient into the Inactive Patient list.
SA-ID: A SureAdhere ID (SA-ID) is automatically assigned to each Patient account and cannot be changed. This unique ID should be used to discuss the Patient confidentially while troubleshooting.
Treatment Team: To assign Staff members to a Patient’s profile, click the Patient Manager and Treatment Monitor boxes and select the Staff member’s name from the dropdown list.
Treatment Dates: Enter the appropriate treatment start and treatment end dates for the Patient.